# Clearbrook Investment Management, LLC

> Clearbrook Investment Management, LLC is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 10, 2026.

- CRD: 170057
- Filed as: CLEARBROOK INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: January 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170057
- AdvisorCensus page: https://advisorcensus.com/firm/clearbrook-investment-management-llc-170057

## Quick answers

**How is Clearbrook Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clearbrook Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Clearbrook Investment Management, LLC registered with the SEC or a state?**
Clearbrook Investment Management, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170057.

**How much does Clearbrook Investment Management, LLC manage?**
Clearbrook Investment Management, LLC reports $23,801,012 in regulatory assets under management in its Form ADV filing dated January 10, 2026 (97% discretionary).

**What types of clients does Clearbrook Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (35).

**Does Clearbrook Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170057

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,801,012
- Discretionary: $23,172,675
- Non-discretionary: $628,337

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $9,974,707 |
| High net worth individuals | 35 | $13,826,305 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearbrookinvestments.com
- clearbrookinvestments.seminarsoncall.com
- socialsecurity-answers.com
- Facebook @clearbrookinvestments
- LinkedIn @clearbrookinvestmentmanagementllc
- YouTube @ClearbrookInvestmentManagementLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clearbrook Investment Management, LLC (CRD 170057): Form ADV filing data as of October 2026.